Form 1 CED PPR

OMB # 0970-0386
Expiration Date: 2/28/2023

CED Performance Progress Report
(PPR) Forms and Instructions

This document provides instructions for completing the Community Economic Development (CED)
Performance Progress Report (PPR). This document includes samples of each form within the PPR and
instructions for entering qualitative and quantitative data.
PAPERWORK REDUCTION ACT OF 1995 (Pub. L. 104-13) STATEMENT OF PUBLIC BURDEN: Through this information
collection, ACF is gathering data on your grant program to determine project performance and outcomes to inform
technical assistance needs and to collect aggregate data across projects to show the program’s value and the
projects’ contributions to the community. Public reporting burden for this collection of information is estimated to
average 1.5 hours per grantee, including the time for reviewing instructions, gathering and maintaining the data
needed, and reviewing the collection of information. This is a mandatory collection of information (Section 680(a)(2)
of the Community Services Block Grant (CSBG) Act, as amended, 42 U.S.C. § 9921(a)(2)). A Federal agency may not
conduct or sponsor, and no individual or entity is required to respond to, nor shall an individual or entity be subject
to a penalty for failure to comply with a collection of information subject to the requirements of the Paperwork
Reduction Act of 1995, unless that collection of information displays a currently valid OMB Control Number. The
OMB # is 0970-0386 and the expiration date is 2/28/2023. If you have any comments on this collection of
information, please contact OCSRegistrar@icf.com.

CED Performance Progress Report (PPR) Forms and
Instructions

Contents
Instructions for Completing the CED Performance Progress Report ............................................................ 3
Cover Page ................................................................................................................................................ 4
Sample Form: Cover Page .................................................................................................................... 4
Instructions on Completing the Cover Page......................................................................................... 5
Form A ...................................................................................................................................................... 6
Sample Form: Form A ........................................................................................................................... 6
Instructions on Completing Form A ................................................................................................... 11
Form A Objectives & Goals and Indicators......................................................................................... 13
Examples for counting individuals employed in CED-created jobs .................................................... 19
Form B..................................................................................................................................................... 21
Sample Form: Form B ......................................................................................................................... 21
Instructions on Completing Form B ................................................................................................... 23
Form E ..................................................................................................................................................... 24
Sample Form: Form E ......................................................................................................................... 24
Instructions for Completing Form E ................................................................................................... 24
Definitions .............................................................................................................................................. 25

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CED Performance Progress Report (PPR) Forms and
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Instructions for Completing the CED Performance Progress Report
The Performance Progress Report (PPR) will be used by the Office of Community Services (OCS) to collect
the comparative data required to account for the expenditure of Federal funds, assess the progress and
impact of the Community Economic Development (CED) program, and provide feedback to
assist grantees. The data collected also fulfills the requirements of the Office of Management and
Budget (OMB) for assessing program performance.
The PPR consists of four forms:





Cover Page – collects basic information about your grant including your organization name,
address, grant number, and grant period. Much of this information is pre-populated
Form A – collects the quantitative data about your project regarding businesses, jobs,
employees, and leveraged funds
Form B – collects the qualitative data about your project and allows you to tell the story about
your grant including accomplishments, challenges, and changes
Form E – collects financial information about your CED project

The PPR forms are completed online in the On-Line Data Collection System (OLDC), which is accessed
through GrantSolutions. This instruction document provides a blank sample form for each section of the
PPR, along with instructions on completing the forms.

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CED Performance Progress Report (PPR) Forms and
Instructions

Cover Page
The Cover Page collects the basic information about your grant. The cover page is also where, at the end
of your grant period, you will indicate the PPR being submitted is your final report. Review the information
on the Cover Page. Most of the fields are pre-populated, but be sure to confirm that the prepopulation information is correct, below the sample form for the cover page shows a blank version of
the form.

Sample Form: Cover Page
Page
1.Federal Agency and Organization Element to
Which Report is Submitted

2. Federal Grant or Other Identifying
Number Assigned by Federal Agency

of
Pages
3a. DUNS Number
3b. EIN

4. Recipient Organization (Name and complete address including zip code)

5. Recipient Identifying Number
or Account Number

6. Project/Grant Period

8. Final Report?

Start Date: (Month, Day, Year)

7. Reporting Period End Date
End Date: (Month, Day, Year)

(Month, Day, Year)

Yes
No

9. Report Frequency
annual
semi-annual
quarterly
other
(If other, describe: __________
__________________________)

10. Certification: I certify to the best of my knowledge and belief that this report is correct and complete
for performance of activities for the purposes set forth in the award documents.
10a. Typed or Printed Name and Title of Authorized Certifying Official

10c. Telephone (area code, number and
extension)
10d. Email Address

10e. Date Report Submitted (Month, Day,
Year)

10b. Signature of Authorized Certifying Official

11. Agency use only

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CED Performance Progress Report (PPR) Forms and
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Instructions for Completing the Cover Page
The table below provides step-by-step instructions for completing/confirming the information on the
cover page is correct.
Item

Data Elements

Instructions

1.

Federal Agency and
Organization Element to Which
Report is Submitted

This field is pre-populated. Confirm the name of the awarding
Federal agency. For your CED grant, this field should read:
Administration for Children and Families, Office of Community
Services.

2.

Federal Grant or Other
Identifying Number Assigned by
the awarding Federal agency

This field is pre-populated. Confirm the correct grant number is
listed.

DUNS Number

This field is pre-populated. Confirm the correct Data Universal
Numbering System (DUNS) number or Central Contract Registry
extended DUNS number is listed.

3b.

EIN

This field is pre-populated. Confirm the correct Employer
Identification Number (EIN) provided by the Internal Revenue
Service is listed.

4.

Recipient Organization

This field is pre-populated. Confirm the correct organization and
address, including ZIP code, is listed.

5.

Recipient Account Number or
Account Number

No information is required in this field. A Pop-up window will
indicate: This field is intentionally left blank. You will not have
information for this field.

Project/Grant Period

This field is pre-populated. Confirm the correct project/grant period
established in the award document during which Federal
sponsorship begins and ends is listed.

7.

Reporting Period End Date

This field is pre-populated and varies by reporting period. For semiannual reports, the following calendar quarter reporting period end
dates shall be used: 3/31 and 9/30. For final PPRs, the reporting
period end date shall be the end date of the project/grant period.

8.

Final Report

This field is editable. Mark appropriate box. Check “yes” only if this
is the final report for the project/grant period specified in Box 6.

9.

Report or Frequency

This field is pre-populated. Reports are due semi-annually.

Certification – Name and Title

This field will auto-populate once the report is certified.

10b.

Certification - Signature

This field is not automatically populated. The Authorized Certifying
Official should electronically sign the cover page by certifying the
report and using the “Click to Sign” electronic signature option in
this field.

10c.

Certification – Telephone

This field will auto-populate once the report is certified. Confirm
this information is correct.

10d.

Certification – Email

This field will auto-populate once the report is certified. Confirm
this information is correct.

10e.

Certification – Date

This field will auto-populate once the report is certified. Confirm
this information is correct.

3a.

6.

10a.

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CED Performance Progress Report (PPR) Forms and
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Form A
Form A collects the quantitative data about your project, below the sample form for Form A shows a
blank version of the form.

Sample Form: Form A
Page
1.Federal Agency and Organization
Element to Which Report is Submitted

2. Federal Grant or Other
Identifying Number Assigned
by Federal Agency

3a. DUNS
3b. EIN

of
Pages
4. Reporting Period
End Date
(Month, Day, Year)

A. Performance Measures
(1)
Indicator
Number

A-01-B

(2)
Objective/Goal

Create new
businesses to
employ lowincome
individuals

A-02-B

A-03-B

A-04-B

A-00-J

A-05-J

Expand existing
businesses to
employ lowincome
individuals
Create positions
to employ all
individuals (lowincome and nonlow-income)

Create positions
to employ lowincome
individuals

(3)
Indicator

(4)
Baseline

(5)
Project
Target

Total # of
new
businesses
created
# of new
businesses
that were
created AT
LEAST 12
months ago
# of new
businesses
created that
have been
or were
operational
in the
community
for AT
LEAST 12
consecutive
months
Total # of
businesses
expanded

Total # of
full-time
positions
created for
low-income
and nonlow-income
individuals
Total # of
part-time
positions
created for
low-income
individuals

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(6)
Actual
To Date

(7)
Explanation

CED Performance Progress Report (PPR) Forms and
Instructions
A-06-J

A-07-J

A-08-J

A-09-J

A-10-J

A-11-J

Create full-time
positions with
benefits for lowincome
individuals

Total # of
full-time
positions
created for
low-income
individuals
# of those
full-time
positions
that were
created for
low-income
individuals
AT LEAST
six months
ago
# of full-time
positions
created for
low-income
individuals
that have
been or
were
operational
in the
community
for AT
LEAST six
consecutive
months
Total # of
full-time
positions
created for
low-income
individuals
with health
care
benefits
Total # of
full-time
positions
created for
low-income
individuals
with paid
sick leave
Total # of
full-time
positions
created for
low-income
individuals
with
retirement
benefits

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A-12-J

A-13-E

Prepare lowincome
individuals for
employment

A-14-E

A-15-E

A-16-E

Employ lowincome
individuals in
positions created

A-17-E

A-18-E

Create full-time
positions for lowincome
individuals with
opportunity for
advancement

Total # of
full-time
positions
created for
low-income
individuals
with profitsharing
Total # of
low-income
individuals
trained in
skills for the
jobs created
# of those
low-income
individuals
trained who
were TANF
recipients
# of lowincome
individuals
who
received a
certification
for a fulltime
position
created
Total # of
low-income
individuals,
including
TANF
recipients,
employed in
the full-time
positions
created
# of those
low-income
individuals
employed
who were
TANF
recipients
Average
STARTING
wage of all
low-income
individuals,
including
TANF
recipients,
placed in
full-time
positions
created

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CED Performance Progress Report (PPR) Forms and
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A-19-E

A-20-E

A-21-E

A-22-E

A-23-E

A-24-E

Help low-income
individuals retain
new jobs

Average
STARTING
wage of
TANF
recipients
placed in
full-time
positions
created
# of lowincome
individuals
in full-time
positions
created who
received job
promotions
# of lowincome
individuals
in full-time
positions
created who
received
pay raises
Total # of
low-income
individuals
who were
hired into a
CEDcreated fulltime
position AT
LEAST six
months ago
Total # of
low-income
individuals
who
retained
their fulltime jobs for
AT LEAST
six
consecutive
months
# of TANF
recipients
who were
hired into a
CEDcreated fulltime
position AT
LEAST six
months ago

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CED Performance Progress Report (PPR) Forms and
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A-25-E

A-26-F

A-27-F

A-28-F

A-29-F

A-30-F

Leverage
additional funds to
increase project
success

Total # of
TANF
recipients
who
retained
their fulltime jobs for
AT LEAST
six
consecutive
months
How many
total dollars
has your
project
leveraged?
How many
dollars has
your project
leveraged
from
government
funds?
How many
dollars has
your project
leveraged
from the
private
sector?
How many
dollars has
your project
leveraged
from loans?
How many
dollars has
your project
leveraged
from other
sources?

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CED Performance Progress Report (PPR) Forms and
Instructions

Instructions for Completing Form A
The Performance Measures Table is where you will enter the quantitative data into Form A. The heading
items (1, 2, 3a, 3b, and 4) at the top of Form A are automatically populated with your grant information.
The heading columns 1 – 7 under Performance Measures are as follows:
 Column 1 lists the indicator number. The A corresponds to the form; the number corresponds to
the question or line of data, and the last letter (B, J, E, F) identifies the type of information
requested.
o B indicates that these fields describe progress on outcomes related to new business
creation information.
o J indicates that these fields describe progress on outcomes related to new job creation
information.
o E indicates that these fields describe progress on outcomes related to participant
employment information.
o F indicates that these fields describe progress on outcomes related to leveraging
additional funds.
 Column 2 describes the program goal. The goal also applies to the blank cells beneath it. For
example, the goal “Create new businesses to employ low-income individuals” applies to the
indicators A-01-B through A-03-B.
 Column 3 describes the indicators of progress toward the goal in Column 2 to be used to report
in the rest of the columns in the row. Indicators are measurable elements of the desired results
of the program. For example, “Total # of new businesses created” and “# of new businesses
created that have stayed in operation in the community for AT LEAST 12 months.”
 Column 4 describes the baseline data, where the project started on this goal. The first time the
grantee reports on their grant, the baseline column will be blank or zero. In subsequent reports,
the number that populates in the baseline column will be the same number that was entered in
the “actual to date” column in the previous report.
 Column 5 describes the target for the project. So, if the project expects to create 25 jobs at the
end of the project, this number would be 25. This number will not change from one reporting
period to another. The project target data will only be pre-populated for four specific indicators,
the rest of the cells in this column will be blank. This number will be automatically populated in
the reporting system based on the information provided in your application.
 Column 6 documents the grantees cumulative progress towards the project goal. Keep in mind,
all data to be entered should be cumulative. For example, as of the last reporting period, a
grantee may have created 10 full-time jobs for individuals with low income. In the subsequent
reporting period, the grantee created an additional two full-time jobs for individuals with low

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CED Performance Progress Report (PPR) Forms and
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income. As a result, for the subsequent reporting period, in column 6, a grantee would indicate
that they created 12 full-time jobs for individuals with low income.
 Column 7 provides the grantee space to provide any additional information that the OCS
Program Specialist might need to better understand the data. If the value entered in Column 6 is
0, the grantee must enter information in Column 7 to explain why no progress has been made
toward the goal to date. When data has been entered in Column 6, the grantee should provide
the names of the businesses created/expanded or positions created in Column 7. The grantee
may also use this space to explain any variance between actual performance (Column 6) and the
performance target (Column 5).

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CED Performance Progress Report (PPR) Forms and
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Form A Objectives & Goals and Indicators
The objectives and goals section of this instruction document describes the information that OCS wants the grantee not only to collect, but to
include in the grant and annual planning. Given the diversity of CED projects, not all of the objectives will apply to every grantee. The table below
has five columns:








Column 1, “Indicator number,” contains the corresponding question number on the PPR form A.
Column 2, “Indicator,” contains the question, or data element, requested on the PPR form.
Column 3, “Description of Indicator,” contains a description of the data requested. In some cases, the description in this column refers to
just one indicator; in others, it pertains to multiple related indicators. This description elaborates on the questions in the PPR and
provides clarification on the data requested. In cases where the description applies to multiple indicators, it clarifies relationships
between the multiple indicators.
Column 4, “Check your data,” defines relationships among related answers. These data validations are built into the OLDC system, so the
system will produce an error message if there is an error. The inequalities listed in each cell specify which data elements are subsets of
other data elements and should therefore contain numbers that are not greater than the answers for which they are a subset. You
should use the information in this column to ensure you filled out the PPR form properly.
Column 5, “Example,” provides sample scenarios and how the data would be recorded in the PPR.

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CED Performance Progress Report (PPR) Forms and
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Indicator #
Indicator
Description of Indicator
Objective: Create new businesses to employ low-income individuals
This indicator measures how many total businesses
A-01-B
Total # of new businesses created
were created with the CED grant
A-02-B

A-03-B

# of new businesses that were created
AT LEAST 12 months ago

# new businesses created AT LEAST 12
months ago that have been or were
operational in the community for AT
LEAST 12 consecutive months

These two indicators measure how many of the
businesses that were created with CED funds at least
12 months ago remained in existence after 12
months. The purpose of these indicators is to
measure the longevity of the businesses that have
been created, while correcting for businesses that
were created less than 12 months ago. This allows
OCS to accurately calculate the percentage of new
businesses lasting at least 12 months without having
businesses less than 12 months old skew the result.
NOTE: Businesses created more than 12 months ago
that lasted at least 12 months but have since folded
should still be counted in A-03-B.

Objective: Expand existing businesses to employ low-income individuals
This indicator measures the number of alreadyexisting businesses that were expanded using CED
funds. It does not measure new businesses that were
A-04-B
Total # of businesses expanded
created with CED funds, but rather businesses that
existed before the CED grant and that the CED grant
helped expand.
Objective: Create positions to employ all individuals (low-income and non-low-income)

A-00-J

Total # of full-time positions created
(low-income and non- low-income)

This indicator measures the total number of full-time
positions that were created using CED funds,
including positions created for low-income
individuals and those created for non-low-income
individuals.

Objective: Create positions to employ low-income individuals
Total # of part-time positions created
This indicator measures the total number of partA-05-J
for low-income individuals
time positions that were created using CED funds.

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Check your data
A-01-B ≥ A-02-B
A-01-B ≤ A-00-J
A-02-B ≤ A-01-B
A-02-B ≥ A-03-B

A-03-B ≤ A-02-B

Example (if relevant)
Scenario
Total new businesses created
Number of those that were
created AT LEAST 12 months
ago
Number of those that are still
in existence
Number of those that are no
longer in existence
Number of businesses created
less than 12 months ago
Answers
A-01-B
A-02-B
A-03-B

20
15
10
5
5
20
15
10

A-04-B ≤ A-00-J

A-00-J ≥ A-06-J
A-00-J ≥ (A-01-B +
A-04-B)

NONE

Scenario
Total full-time jobs created
for low-income individuals
Total full-time jobs created
for non-low-income
individuals
Answers
A-00-J
A-06-J

100
20

120
100

CED Performance Progress Report (PPR) Forms and
Instructions
Indicator #

Indicator

Description of Indicator

A-06-J

Total # of full-time positions created
for low-income individuals

This indicator measures the total number of positions
created with CED funds, regardless of whether they
were filled by TANF recipients.

These two indicators measure how many of the
positions that were created at least six months ago
remained in existence six months after they were
created. The purpose of this indicator is to measure
the longevity of positions created, while correcting
for positions that were created less than six months
# of full-time positions created for low- ago. This allows OCS to accurately calculate the
percentage of new positions lasting at least six
income individuals that have been or
A-08-J
were operational in the community for months without having jobs less than six months old
skew the result. NOTE: Positions that were created
AT LEAST six consecutive months
more than six months ago and lasted at least six
months but no longer exist should still be counted in
A-08-J.
Objective: Create full-time positions with benefits for low-income individuals
Total # of full-time positions created
A-09-J
for low-income individuals with health
care benefits
Total # of full-time positions created
These four indicators document the quality of the
A-10-J
for low-income individuals with paid
positions created. Not all grantees can create
sick leave
positions with health care benefits or opportunity for
advancement. However, those grantees that do will
Total # of full-time positions created
want to show the accomplishment of creating higher
A-11-J
for low-income individuals with
quality jobs.
retirement benefits
Total # of full-time positions created
A-12-J
for low-income individuals with profitsharing
Objective: Prepare low-income individuals for employment
This indicator documents the number of low-income
Total # of low-income individuals
A-13-E
individuals who were trained. It includes TANF
trained in skills for the jobs created
recipients.
A-07-J

# of those full-time positions that were
created for low-income individuals AT
LEAST six months ago

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Check your data
A-06-J ≤ A-00-J
A-06-J ≥ A-07-J
A-06-J ≥ A-08-J
A-06-J ≥ A-09-J
A-06-J ≥ A-10-J
A-06-J ≥ A-11-J
A-06-J ≥ A-12-J
A-06-J ≤ A-16-E
A-07-J ≤ A-06-J
A-07-J ≥ A-08-J

A-08-J ≤ A-06-J
A-08-J ≤ A-07-J

Example (if relevant)

Scenario
Total full-time jobs created
for low-income individuals
FT jobs created for lowincome individuals AT
LEAST 6 months ago
FT jobs for low-income
individuals lasting AT
LEAST 6 months
Answers
A-06-J
A-07-J
A-08-J

100
60

30

100
60
30

A-09-J≤ A-06-J

A-10-J≤ A-06-J

A-11-J≤ A-06-J

A-12-J≤ A-06-J

A-13-E ≥A-14-E
A-13-E ≤ A-16-E

Scenario
Number of low-income

100

CED Performance Progress Report (PPR) Forms and
Instructions
Indicator #

Indicator

Description of Indicator

Check your data

A-14-E

# of those low-income individuals
trained who were TANF recipients

This indicator documents the number of low-income
individuals who were trained who were TANF
recipients when they first took part in CED-funded
training.

A-14-E ≤ A-13-E

This indicator documents the number of low-income
individuals who received a certification for a full-time
A-15-E
position created with CED funds. It includes TANF
recipients
Objective: Employ low-income individuals in the positions created
# of low-income individuals who
received a certification for a full-time
position created

A-16-E

A-17-E

This indicator measures the total number of lowincome individuals placed in the full-time positions
created with CED funds. This number accounts for
turnover.

A-16-E ≥ A-06-J
A-16-E ≥A-13-E
A-16-E ≥A-15-E
A-16-E ≥ A-21-E
A-16-E ≥ A-22-E

# of those low-income individuals
employed who were TANF recipients

This indicator measures the total number of lowincome individuals who were TANF recipients at the
time they were placed in the full-time positions
created with CED funds. This number accounts for
turnover.

A-17-E ≤ A-16-E
A-17-E ≥ A-24-E

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20

100
20

A-15-E ≤ A-16-E

Total # of low-income individuals,
including TANF recipients, employed in
the full-time positions created

Objective: Create full-time positions for low-income individuals with opportunity for advancement
Average STARTING wage of all lowincome individuals, including TANF
These two indicators measure the average wage at
A-18-E
recipients, placed in full-time
which individuals in CED-funded positions are hired.
positions created
These numbers only account for starting wage, and
do not factor in the new wages of employees who
Average STARTING wage of TANF
have been awarded raises.
A-19-E
recipients placed in full-time positions
created
# of low-income individuals in full-time
A-20-E
positions created who received job
promotions
These two indicators measure the upward mobility in
# of low-income individuals in full-time the jobs created.
A-21-E
positions created who received pay
raises
Objective: Help low-income individuals retain new jobs

Example (if relevant)
individuals trained by CED
program
Number of those lowincome individuals who
were TANF recipients
Answers
A-13-E
A-14-E

A-18-E format =
$XX.XX
A-19-E format =
$XX.XX

A-20-E ≤ A-16-E

A-21-E ≤ A-16-E

Scenario
Total jobs created
Total number of low-income
individuals employed in
those jobs through the
course of the grant period
Total number of those lowincome individuals who
were TANF recipients
Answers
A-16-E
A-17-E

100
125

50

125
50

CED Performance Progress Report (PPR) Forms and
Instructions
Indicator #

Indicator

A-22-E

Total # of low-income individuals who
were hired into a CED-created full-time
position AT LEAST six months ago

A-23-E

A-24-E

A-25-E

Total # of low-income individuals who
retained their full-time jobs for AT
LEAST six consecutive months

Description of Indicator
These two indicators measure the total number of
low-income individuals who were employed in a job
created with CED funds and remained in that job for
at least six consecutive months. It includes
individuals who retained their jobs for at least six
months and then left the jobs, as well as individuals
who retained their jobs for longer than six months.
Low-income individuals include TANF recipients.

# of TANF recipients who were hired
into a CED-created full-time position
AT LEAST six months ago

# of TANF recipients who retained
their full-time jobs for AT LEAST six
consecutive months

Check your data
A-22-E ≥ A-06-J
A-22-E ≤A-16-E
A-22-E ≥ A-23-E
A-22-E ≥ A-24-E
A-23-E ≤ A-22-E
A-24-E ≤ A-17-E
A-24-E ≤ A-22-E
A-24-E ≥A-23-E

These two indicators measure the total number of
TANF recipients who were employed in a position
created with CED funds and remained in that position
for at least six consecutive months. It includes
individuals who retained their jobs for at least six
months and then left the jobs, as well as individuals
who retained their jobs for longer than six months.
TANF recipients are a subset of low-income
individuals, so every TANF recipient should also be
counted as a low-income individual.

A-25-E ≤ A-22-E
A-25-E ≤ A-23-E
A-25-E ≤ A-24-E

Example (if relevant)
Scenario
Total jobs created
Total low-income
individuals employed in
the jobs created
Number of those lowincome individuals who
were hired AT LEAST 6
months ago
Number of those lowincome individuals
employed who kept their
jobs for AT LEAST 6 months
Number of the total lowincome individuals
employed who were also
TANF recipients
Number of those TANF
recipients who were hired
AT LEAST 6 months ago
Number of TANF recipients
who were employed AT
LEAST 6 months
Answers
A-22-E
A-23-E
A-24-E
A-25-E

100
125

60

40

50

25

20

60
40
50
20

More specific examples concerning how
to count individuals employed in jobs
created can be found on Page 20.
Objective: Leverage additional funds to increase project success
This indicator measures the amount of money
leveraged through all non-CED sources. It is a sum of
How many dollars total dollars has
A-26-F
A-27-F, A-28-F, A-29-F, and A-30-F. This indicator will
your project leveraged?
automatically be calculated based on what you enter
in the other fields.
How many dollars has your project
These four indicators measure the amount of money
A-27-F
leveraged from government funds?
leveraged through any non-CED source.

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A-26-F equals the
sum of
A-27-F,
A-28-F,
A-29-F and
A-30-F

CED Performance Progress Report (PPR) Forms and
Instructions
Indicator #
A-28-F
A-29-F
A-30-F

Indicator
How many dollars has your project
leveraged from the private sector?
How many dollars has your project
leveraged from loans?
How many dollars has your project
leveraged from other sources?

Description of Indicator

Check your data
A-27-F
A-28-F
A-29-F
+ A-30-F
A-26-F

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Example (if relevant)

CED Performance Progress Report (PPR) Forms and
Instructions

Examples for Counting Individuals Employed in CED-Created Jobs
For all three examples that follow, assume you created Business A with your CED funds and that it is
September 2017.
Example 1: Business A was created in July 2016. In July 2016, Business A created 10 full-time jobs. 8 of
these full-time jobs were created for individuals with low income. Of the 8 jobs created for individuals
with low income:
-

6 of these 8 positions were created with health benefits
6 of these 8 positions were created with sick leave
2 of these 8 positions were created with retirement benefits
1 of these 8 positions were created with retirement profit-sharing

Given this, the job creation indicators would be filled out as follows. Note that indicators A-05-J through
A-12-J deal with low-income positions only.
(1)
Indicator
Number
A-00-J
A-05-J

Create positions to employ all
individuals (low-income and
non-low-income)
Create positions to employ lowincome people

A-06-J
A-07-J

A-08-J

A-09-J

A-10-J

A-11-J

A-12-J

(3)
Indicator

(6)
Actual to
Date

Total # of full-time positions created for
low-income and non-low-income people

10

(2)
Objective/Goal

Create full-time positions with
benefits for low-income
individuals

Total # of part-time positions created for
low-income individuals
Total # of full-time positions created for
low-income individuals
# of those full-time positions that were
created for low-income individuals AT
LEAST six months ago
# of full-time positions created for lowincome individuals that have been or
were operational in the community for
AT LEAST six consecutive months
Total # of full-time positions created for
low-income individuals with health care
benefits
Total # of full-time positions created for
low-income individuals with paid sick
leave
Total # of full-time positions created for
low-income individuals with retirement
benefits
Total # of full-time positions created for
low-income individuals with profitsharing

19 of 25

0
8
8

8

6

6

2

1

CED Performance Progress Report (PPR) Forms and
Instructions
Example 2: John was hired at Business A in July 2016. When he was hired, he qualified as an individual
with low income. He was also a TANF recipient. He still holds a job at Business A. John would be counted
in each of the following categories:
 A-16-E - # of low-income individuals employed in jobs created
 A-17-E - # of low-income individuals employed who were TANF recipients
 A-22-E - Total # of low-income individuals who were hired into a CED-created job AT LEAST six
months ago
 A-23-E - Total # of low-income individuals who retained their jobs for AT LEAST six consecutive
months
 A-24-E - # of TANF recipients who were hired into a CED-created full-time position AT LEAST six
months ago
 A-25-E - Total # of individuals who were TANF recipients who retained their jobs for AT LEAST six
consecutive months
Example 3: Mary was hired at Business A in June 2016. When she was hired, she qualified as an individual
with low income. Mary stayed with Business A until July 2017 and then left. Mary would be counted in
each of the following categories:
 A-16-E - Total # of low-income individuals employed in jobs created
 A-22-E - Total # of low-income individuals who were hired into a CED-created job AT LEAST six
months ago
 A-23-E - Total # of low-income individuals who retained their jobs for AT LEAST six consecutive
months
Example 4: Charlie was hired at Business A in February 2017. At the time he was hired, he qualified as an
individual with low income. He was also a TANF recipient. He left the job at Business A in April 2017.
Charlie would be counted in each of the following categories:
 A-16-E - Total # of low-income individuals employed in jobs created
 A-17-E - # of low-income individuals employed who were TANF recipients
 A-22-E - Total # of low-income individuals who were hired into a CED-created job AT LEAST six
months ago
 A-24-E - # of TANF recipients who were hired into a CED-created job AT LEAST six months ago
Example 5: Jennifer was hired at Business A in July 2017. When she was hired, she qualified as an individual
with low income. Jennifer still holds a job at Business A. Jennifer would be counted in each of the following
categories:
 A-16-E - Total # of low-income individuals employed in jobs created

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CED Performance Progress Report (PPR) Forms and
Instructions

Form B
Form B is designed to provide a structured format to discuss your CED-funded project and address or
explain any issues raised in Form A. It will primarily collect the qualitative data that OCS
Program Specialists need to monitor the program, below the sample form for Form B shows a blank
version of the form.

Sample Form: Form B
Page
1.Federal Agency and Organization
Element to Which Report is Submitted

2. Federal Grant or Other
Identifying Number
Assigned by Federal
Agency

3a. DUNS

(Month, Day, Year)

3b. EIN

B. Program Indicators
(1)
Activity
Number or

(2)
Activity Description

Label

Project Description
A-01
Project Strategy & Update
A-02
Type(s) of New Business
Created
A-03
Distinctive Characteristics of
Participants
A-04
Distinctive Characteristics of
Community
A-05
Geographic location
A-06
Composition of Board of
Directors/Board Leadership
A-07
Public and Private
Partnerships
A-08
Will or did your organization
purchase equity in a business
with CED grant funds?
A-09
Will or did your organization
create a loan or revolving loan
fund with CED funds?
Highlights & Major Accomplishments
B-01
New Business Creation
B-02
Business Expansion
B-03
New Job Creation
B-04
Population Served
B-05
Participant Recruitment
B-06
Participant Training
B-07
Participant Placement in Jobs
B-08
Participant Retention
B-09
Leveraged Funding
B-10
Partnerships
B-11
Filing of Notice of Federal
Interest (for projects involving
real property only)
B-12
Job Creation Involving
Flexible Work Policies
B-13
Other Accomplishments
Challenges & Resolutions
C-01
New Business Creation

(3)

of
Pages
4. Reporting Period
End Date

(4)
Explanation

CED Performance Progress Report (PPR) Forms and
Instructions
C-02
C-03
C-04
C-05
C-06
C-07
C-08
C-09
C-10
C-11

C-12
C-13
Changes
D-01
D-02
D-03
D-04
D-05
D-06
D-07
D-08
D-09
D-10
D-11

Business Expansion
New Job Creation
Population Served
Participant Recruitment
Participant Training
Participant Placement in Jobs
Participant Retention
Leveraged Funding
Partnerships
Filing of Notice of Federal
Interest (for projects involving
real property only)
Job Creation Involving
Flexible Work Policies
Other Challenges
Planned Services
Planned Timeline
Planned Outcomes
Budget
Leveraged Funding
Partnerships
Staffing
Composition of Board of
Directors/Board Leadership
In the Community
In the Field
Other Changes

CED Performance Progress Report (PPR) Forms and
Instructions

Instructions for Completing Form B
There are four sections to Form B. The heading items (1, 2, 3a, 3b, and 4) at the top of Form B are
automatically populated with your grant information.
 Project Description – This section provides space for basic data describing the project. Below
are examples of information to include in this section for each indicator:
o A-01 Project Strategy & Update - Business creation, business expansion,
microenterprise, self-employment
o A-02 Type(s) of New Business Created - Microenterprise, grocery store, factory, etc.
o A-03 Distinctive Characteristics of Participants - Demographics, need, etc.
o A-04 Distinctive Characteristics of Community - Empowerment Zone, history, poverty
level, crime rate, etc.
o A-05 Geographic location - Urban OR Rural
o A-06 Composition of Board of Directors/Board Leadership - President, Chief Financial
Officer
o A-07 Public and Private Partnerships - State or local TANF agency, employment agency
and/or child support enforcement office, etc.
o A-08 Will or did your organization purchase equity in a business with CED grant funds? For this indicator, enter Yes or No. If yes, please describe the investment and the
investment amount.
o A-09 Will or did your organization create a loan or revolving loan fund with CED funds? For this indicator, enter Yes or No: If yes, please describe.
 Highlights & Major Accomplishments – This section provides a place to document key successes
in the project. The 12 specified topics in Column 2 are suggested areas where you may have
experienced success. An additional line is included for accomplishments that are not covered by
the 12 distinct topics. Column 4 provides an opportunity to describe accomplishments for any of
the topics deemed relevant. Leave Column 4 blank for any topics that are not relevant to your
project during this reporting period.
 Challenges (or problems) & Resolutions (or steps taken) – This section mostly mirrors the
highlights section but collects data on the challenges faced in the reporting period, and how
those challenges were or will be addressed. The 12 specified topics in Column 2 are suggested
areas where you may have experienced challenges. An additional line is included for challenges
that are not covered by the specific topics. Column 4 provides an opportunity to describe
challenges and resolutions for any of the topics deemed relevant. Leave Column 4 blank for any
topics that are not relevant to your project during this reporting period.
 Changes – This section documents for the OCS Program Specialist any significant changes in the
project that may impact future success and/or need to be documented. The 10 specified topics
in Column 2 are suggested areas where you may have undergone changes. An additional line is
included for changes that are not covered by the specific topics. Column 4 provides an
opportunity to describe challenges and resolutions for any of the topics deemed relevant. Leave
Column 4 blank for any topics that are not relevant to your project during this reporting period.

CED Performance Progress Report (PPR) Forms and
Instructions

Form E
Form E is designed to collect financial information about your CED project. It will address expenditure
amounts for each activity type.

Sample Form: Form E
Page
1.Federal Agency and Organization
Element to Which Report is Submitted

2. Federal Grant or Other
Identifying Number Assigned
by Federal Agency

3a. DUNS
3b. EIN

of
Pages
4. Reporting Period
End Date
(Month, Day, Year)

E. Activity Based Expenditures
(1)
Activity Number

(2)
Activity Description

or Label

(3)
Total Estimated
Expenditures

(4)
Funding Expended

E-01
E-02
E-03

TOTAL

Instructions for Completing Form E
The heading columns for Form E are as follows:
 Column 1 lists the item number. This number should always be preceded by an E.
 Column 2 describes the issue or activity that grantee will address in Column 4. When completing
the Activity Description (Column 2), there should be a description of the activity for which funds
where expended. Examples may include construction, purchasing of equipment, a loan, etc.
 Column 3 is to be left blank.
 Column 4 should contain the total amount expended during the performance period on the
activity described in Column 2.

CED Performance Progress Report (PPR) Forms and
Instructions

Definitions
When completing the PPR, refer to the definitions below that describe the indicators you will report on.
 Business creation – New businesses that did not exist prior to the start of the project and were
created as a result of the start of the project. This includes the creation of any new business,
including microenterprise. It does not include the expansion of already existing businesses.
 Community – Any geographic area defined by specific boundaries.
 Full-time jobs – New full-time, permanent jobs that did not exist prior to the start of the project
and came about as a result of the start of the project. Full-time means a minimum of 36 hours
per week.
 Job creation – New permanent jobs that did not exist prior to the start of the project and came
about as a result of the start of the project. These activities can include jobs created through the
development of new business ventures, the expansion of existing businesses, or the
development of new products and services. Please note that the training and placement of
individuals in already existing jobs, even jobs guaranteed to individuals with low income through
a formal agreement with an employer, is not considered job creation.
 Leveraged funds – All non-CED funding used for the CED project. These sources may include, but
are not limited to other Federal, state, or local government funding, private loans and
investments, and/or philanthropic contributions.
 Individual with low income – An individual whose income level does not exceed 125 percent of
the official poverty line as found in the most recent revision of the Poverty Income Guidelines
published by HHS. These guidelines may be found at https://aspe.hhs.gov/poverty-guidelines.
 Part-time jobs – New part-time, permanent jobs that did not exist prior to the start of the
project and came about as a result of the start of the project. Part-time means less than 36
hours per week.
 TANF recipient – A TANF recipient receives assistance through ACF’s Temporary Assistance for
Needy Families (TANF) program. This is a subset of individuals with low income.